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Robert Half Logo Robert Half · IT - Software Development

Finance Transformation Manager

United States, Costa Mesa · Job Posted July 03, 2026
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Job Description

We are looking for a Finance Transformation Manager to join a Contract engagement supporting a finance organization in Costa Mesa, California. This role focuses on improving financial operations through automation, reporting enhancements, and data-driven process design across key workflows. The ideal candidate brings strong consulting experience, sharp analytical judgment, and the ability to translate complex financial data from multiple systems into practical tools that improve visibility, forecasting, and decision-making.

Job Responsibility

  • Lead finance transformation initiatives focused on improving reporting, planning, and operational processes through automation, workflow enhancements, and system optimization
  • Develop an automated incentive compensation process that consolidates data from multiple sources, applies established calculation methodologies, and improves accuracy, transparency, and efficiency
  • Create sales performance reporting that provides visibility into completed transactions, payments issued, and outstanding balances pending processing
  • Design and implement expense reporting solutions that consolidate financial data into meaningful reporting structures to support management decision-making, budgeting, and forecasting
  • Enhance billing and reporting automation by redesigning recurring analytics processes and aligning outputs with evolving data structures and business requirements
  • Build financial modeling and analytics tools that integrate information from multiple systems and support ongoing collaboration with finance and operational stakeholders
  • Analyze complex financial and operational data to identify process improvement opportunities, develop scalable solutions, and provide actionable recommendations to leadership
  • Partner with cross-functional teams to gather requirements, validate business logic, and implement process improvements while managing competing priorities and project deadlines

Requirements

  • 7+ years of experience in finance transformation, financial consulting, or related process improvement roles
  • Strong background in financial reporting, financial analysis, forecasting, and financial modeling
  • Advanced proficiency with Salesforce, NetSuite, Excel, SQL, and Power BI, including administrative or advanced reporting capabilities
  • Experience delivering automation or process efficiency projects within finance environments, including the use of generative AI tools
  • Ability to work with data from multiple systems and translate complex business rules into clear, scalable reporting solutions
  • Excellent written and verbal communication skills with the ability to work independently and manage deadlines effectively
  • Proven ability to balance multiple priorities while delivering high-quality results in a fast-paced project setting

What we offer

  • medical
  • vision
  • dental
  • life and disability insurance
  • 401(k) plan
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